Cash Is Trash? Not To These Value Fund Managers – Bloomberg 07-26-13

On July 26, 2013   /   Bond Market, Donald Yacktman, Fund Managers, Investment Mathematics, Investment Money Flows, Mutual Funds, US Stocks  

Salient to Investors: The Weitz Value and Weitz Partners Value funds each have cash stakes close to 30 percent. The Yacktman Focused fund has 19 percent in cash. The Westwood Income Opportunity fund has 16 percent in cash,  The IVA Worldwide Fund has 28 percent in cash, the GoodHaven fund has 33 percent in cash. Morninstar

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Apple at Cheapest Since 2000 Signals Buy to Gamco, Thornburg – Bloomberg 02-13-13

On February 13, 2013   /   Bill Miller, Donald Yacktman, Investment Mathematics, Technology  

Salient to Investors: Analysts have cut price targets by 21 percent since the stock peaked in September 2012. Apple is trading at 10.6 times reported earnings versus the S&P 500’s multiple of 15, near the widest discount since December 2000. The last time Apple traded at such a discount, it went on to

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